Heck Capital Advisors’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Heck Capital Advisors’s Portfolio GOCT Stock Details GOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-224	Closed	-$7.77K	–	245
2024 Q3	$7.77K	Sell	224 -166,230	-100%	-$5.71M	﹤0.01%	194
2024 Q2	$5.68M	Sell	166,454 -9,212	-5%	-$310K	0.71%	41
2024 Q1	$5.87M	Buy	175,666 +1,721	+1%	+$56.6K	0.9%	36
2023 Q4	$5.63M	Buy	+173,945	New	+$5.48M	0.92%	34

Other funds holding GOCT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Heck Capital Advisors's GOCT Position: Q4 2024 in Review

Heck Capital Advisors sold out of FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q4 2024, closing a stake of 224 shares — an estimated $7.77K sold.

Heck Capital Advisors first reported a position in GOCT in Q4 2023 and held it in 4 quarters. The position peaked at $5.87M in Q1 2024. 80 funds tracked by Wall St. Rank hold GOCT as of Q4 2024.

Heck Capital Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF October position as of Q4 2024 after selling out during the quarter.
Heck Capital Advisors sold 224 FT Vest US Equity Moderate Buffer ETF October shares in Q4 2024, an estimated $7.77K.
Heck Capital Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and held it in 4 quarters.
Heck Capital Advisors's FT Vest US Equity Moderate Buffer ETF October position peaked at $5.87M in Q1 2024.
80 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q4 2024.

Based on Heck Capital Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.